Trust Point Inc. MFG MIZUHO FINANCIAL GROUP INC

Ownership history in Trust Point Inc.  ·  11 quarters on record

AI Ownership Summary

Trust Point Inc. reported MIZUHO FINANCIAL GROUP INC (MFG) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows MFG at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trust Point Inc.'s position in MIZUHO FINANCIAL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MFG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Trust Point Inc. held MFG — position size vs. price
% of Fund (quarterly)    MFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 52,359 +8,478 +19.3% 0.04% $502K 2026-07-08 $10.23
2026 Q1 ADDED 43,881 +5,516 +14.4% 0.03% $348K 2026-04-15 $8.80
2025 Q4 ADDED 38,365 +11,807 +44.5% 0.02% $281K 2026-01-13 $8.21
2025 Q3 ADDED 26,558 +4,343 +19.5% 0.01% $178K 2025-10-10 $6.09
2025 Q2 ADDED 22,215 +212 +1.0% 0.01% $124K 2025-07-10 $5.52
2025 Q1 ADDED 22,003 +7 +0.0% 0.01% $121K 2025-04-17 $4.84
2024 Q4 ADDED 21,996 +313 +1.4% 0.01% $108K 2025-01-24 $5.06
2024 Q3 REDUCED 21,683 -1,112 -4.9% 0.01% $91K 2024-10-17 $4.20
2024 Q2 ADDED 22,795 +950 +4.3% 0.01% $96K 2024-07-24 $4.24
2024 Q1 REDUCED 21,845 -432 -1.9% 0.01% $87K 2024-04-19 $3.70
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Trust Point Inc. and MFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Trust Point Inc. reported owning MFG?

Trust Point Inc. reported MFG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MFG position in Trust Point Inc.'s portfolio?

The largest reported portfolio weight for MFG was 0.04% in 2026 Q2.

What is the latest reported MFG position on this page?

The most recent filing on this page is 2026 Q2, when Trust Point Inc. reported 52,359 shares, equal to 0.04% of portfolio, with an estimated market value of $502K.

What does the chart on this MFG ownership page compare?

The chart compares Trust Point Inc.'s quarterly MFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Trust Point Inc. time their MFG position?

Based on 13F filing dates vs. subsequent MFG price moves, Trust Point Inc. correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on MFG relative to SPY over the holding period was +329.4%.

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